Wealth Relationship Manager - Fixed Deposit Sales

This role is for one of the Weekday's clients

Min Experience: 5 years

Location: Ahmedabad, Hyderabad, Delhi

JobType: full-time

We are seeking a dynamic and client-focused Wealth Relationship Manager with a strong background in fixed deposit sales. The ideal candidate will combine financial expertise with relationship management skills to guide clients towards achieving their financial goals, while contributing to the firm’s overall growth. This role includes a competitive compensation package, attractive commissions, comprehensive health benefits, and a collaborative work environment.

Key Responsibilities:

• Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives.
• Build and nurture long-term client relationships by understanding individual financial goals, risk appetite, and investment preferences.
• Conduct financial assessments to evaluate clients’ current situations and identify opportunities for wealth growth through fixed deposits and related products.
• Develop personalized financial plans and recommend suitable fixed deposit options, along with cross-sell and up-sell opportunities across the product suite.
• Conduct market and product research to ensure informed recommendations that align with client goals and current financial trends.
• Proactively manage and review client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs.
• Provide continuous financial guidance, addressing client queries and offering tailored wealth management solutions.
• Collaborate with internal teams (tax advisors, legal, estate planning) to deliver comprehensive financial strategies.
• Contribute to the company’s financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.).
• Stay abreast of market movements, economic indicators, and regulatory updates to ensure timely and compliant client advisories.

Required Skills & Competencies:

• Proven experience in fixed deposit sales, wealth management, or financial product distribution.
• Strong ability to cross-sell and up-sell investment products and services.
• Excellent interpersonal and communication skills to engage and retain clients.
• Ability to conduct financial planning and understand diverse client needs.
• Familiarity with regulatory guidelines related to financial products and advisory services.
• Goal-oriented mindset with a commitment to delivering results and client satisfaction.

Key Skills:
Fixed Deposit Sales (FD Sales), Wealth Management, Client Relationship Management, Cross-Selling, Upselling, Financial Planning, Investment Advisory